HWA
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Heartwood Wealth Advisors’s GE Vernova GEV Stock Holding History

Heartwood Wealth Advisors’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$289K Buy
304
+24
+9% +$23.8K 0.02% 188
2026
Q2 		$329K Sell
280
-2
-0.7% -$2.04K 0.03% 182
2026
Q1 		$246K Buy
+282
New +$220K 0.02% 197
2025
Q4 		– Sell
-145
Closed -$89.2K – 624
2025
Q3 		$89.2K Buy
+145
New +$87.8K 0.01% 267

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Heartwood Wealth Advisors's GEV Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its GE Vernova (GEV) stake by 8.6% in Q3 2026, buying an estimated $23.8K and bringing the position to 304 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #188.

Heartwood Wealth Advisors first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $329K in Q2 2026. 132 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Heartwood Wealth Advisors held 304 shares of GE Vernova worth $289K as of Q3 2026.
  • Heartwood Wealth Advisors bought 24 GE Vernova shares in Q3 2026, an estimated $23.8K.
  • GE Vernova made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #188 holding.
  • Heartwood Wealth Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • Heartwood Wealth Advisors's GE Vernova position peaked at $329K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.